Integrate Customerly with Claude, Cursor, Chatbots & AI Agents MCP Server

Q: Can I read full chat histories?

Yes! The get_conversation tool retrieves the detailed message log and interaction metadata for any specific conversation ID.

Combine live chat, email marketing, and customer surveys in one platform that helps SaaS companies grow and retain users.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

add

Add tag on Customerly

Provide tag name and contact identification. Add a tag to a contact

create

Create update lead on Customerly

Create or update a lead

create

Create update user on Customerly

Provide email and optionally user_id, name, and attributes. Create or update a user

delete

Delete user on Customerly

Delete a user

get

Get conversation on Customerly

Get details of a specific conversation

list

List conversations on Customerly

List all conversations

list

List users on Customerly

List all users

remove

Remove tag on Customerly

Remove a tag from a contact

Security & Code Integrity Audit

Every tool in the Customerly MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

Can I read full chat histories?

Yes! The get_conversation tool retrieves the detailed message log and interaction metadata for any specific conversation ID.

What happens if the underlying API rate limits my agent?

Our edge infrastructure automatically handles backoffs, queueing, and throttling. If an AI agent sends too many erratic requests, Vinkius manages the rate limits gracefully, ensuring your backend doesn't crash.

What if the AI ends up reading customer data or confidential information?

We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.

Automated Workflows using Customerly

This integration supports direct MCP execution, enabling your chatbots to query and modify data within these specific environments.

AI Semantic Routing for customerly

Use the Customerly server to execute customerly operations from your AI agent. The protocol manages state and authentication for continuous marketing workflows.

Mastering customer success api with Agents

The Customerly toolkit enables AI agents to execute customer success api commands. It handles protocol translation for marketing integrations natively.